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TGI

Triumph Group

Delisted

TGI was delisted on the 24th of July, 2025.

164 hedge funds and large institutions have $602M invested in Triumph Group in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

99% more capital invested

Capital invested by funds: $302M → $602M (+$300M)

13% more funds holding

Funds holding: 145164 (+19)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.78% less ownership

Funds ownership: 89.07%87.29% (-1.8%)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

49% less call options, than puts

Call options by funds: $2.78M | Put options by funds: $5.49M

Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
2.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
36
Increased
48
Reduced
61
Closed
17
Calls
$2.78M
Puts
$5.49M
Net Calls
-$2.72M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$105M +$6.02M +580,134 +7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$87.4M -$2.79M -268,494 -4%
State Street
3
State Street
Massachusetts
$51.2M -$22.9M -2,202,997 -35%
Vanguard Group
4
Vanguard Group
Pennsylvania
$50.6M +$3.27M +314,637 +8%
Newport Trust Company
5
Newport Trust Company
District of Columbia
$47.1M +$21.3M +2,050,002 +120%
MRCP
6
Maple Rock Capital Partners
Ontario, Canada
$29.6M -$2.01M -193,194 -8%
Renaissance Technologies
7
Renaissance Technologies
New York
$18.4M +$794K +76,501 +6%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$11.3M +$6.75M +650,000 +260%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$11.2M -$765K -73,696 -8%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$9.64M +$226K +21,746 +3%
Morgan Stanley
11
Morgan Stanley
New York
$9.62M +$5.8M +558,406 +269%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.64M +$506K +48,748 +9%
Northern Trust
13
Northern Trust
Illinois
$7.31M -$261K -25,158 -4%
RA
14
Royce & Associates
New York
$6.78M +$1.09M +104,915 +24%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$6.41M +$125K +12,058 +2%
AAM
16
ACK Asset Management
Connecticut
$5.14M +$3.48M +335,000 New
SGCIA
17
Smith Graham & Co Investment Advisors
Texas
$4.97M -$76.1K -7,334 -2%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.88M +$781K +75,232 +24%
Citigroup
19
Citigroup
New York
$4.52M -$3.34M -321,504 -47%
Principal Financial Group
20
Principal Financial Group
Iowa
$4.5M -$145K -13,989 -4%
Charles Schwab
21
Charles Schwab
California
$4.3M +$42.7K +4,112 +1%
HCC
22
Hill City Capital
Massachusetts
$4.14M +$3.42M +330,000 New
Goldman Sachs
23
Goldman Sachs
New York
$4.07M -$1.56M -149,872 -32%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$4.06M +$3.36M +323,344 New
Ameriprise
25
Ameriprise
Minnesota
$4.01M -$400K -38,519 -11%

TGI Hedge Fund Activity: Q4 2020 in Review

164 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Triumph Group (TGI) for Q4 2020, worth a combined $602M — up 99% from $302M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TGI positions and 17 closed out — a net gain of 19 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was Newport Trust Company, adding an estimated $21.3M. The largest seller was State Street, cutting an estimated $22.9M.

  • 164 institutional investors held Triumph Group (TGI) as of Q4 2020, up from 145 in Q3 2020.
  • Funds reported $602M of Triumph Group stock for Q4 2020, up 99% quarter-over-quarter.
  • 36 funds opened new Triumph Group positions in Q4 2020 and 17 closed out, a net change of +19 holders.
  • The largest Triumph Group buyer in Q4 2020 was Newport Trust Company, an estimated $21.3M added.
  • The largest Triumph Group seller in Q4 2020 was State Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2020.